See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 56-0990374 136-B GATEWAY BLVD. · MOORESVILLE, NC 28117 | Plan Administrator | $8,786 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERV. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,577 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,221 | $65,061+52.5% | $143,757-31.0% | $66,914+48.3% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.98% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $5,468 | $2,361+131.6% | $4,951+10.4% | $2,544+114.9% |
| Participant deferral / active EE | $4,158 | $2,919+42.5% | $5,637-26.2% | $4,237-1.9% |
| Admin fee / account holder | $159 | $502-68.3% | $14,673-98.9% | $593-73.2% |